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      Fidelity Investments

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      Customer Service Representative Interview

      25 Oct 2015
      Anonymous employee
      Westlake, TX
      Accepted offer
      Positive experience
      Easy interview

      Application

      I applied online. The process took 1 week. I interviewed at Fidelity Investments (Westlake, TX) in Oct 2015

      Interview

      I applied online via LinkedIn. Within about 2 weeks I received an email from a recruiter wanting to schedule a time to speak with me over the phone. The first screen phone call took about 35 minutes. It started off with your standard questions such as why do you want to work for Fidelity, then questions about your education and work experience. Then the recruiter explored my work experience some more, asking questions about different customer service scenarios I might have experienced and how I handled it. After completing the phone screen I was invited for an in-person interview. The recruiter was great giving me feedback and what examples to use for my customer service experience when I went in for my interview. They were wanting to fill the position fast so I had a few days notice to meet with them. She even sent me some other material to read up on about different licenses you might need to get in the future in case they were to ask me. I went for my in-person interview which consisted of 2 managers in the department. They were a nice, down to earth duo so my interview felt pretty laid back. I will say since I have a ton of customer service experience the interview was very easy for me for how I handled all sorts of situations. Also, and this is key, ask questions at the end. At first I didn't really have any but they kind of nudged me to ask questions. Ask how your day will be structured, how does the feedback/grading happen, etc. I think since I asked the right questions it really helped me get recommended for hire. Which I got the call the very next day I was eligible to be hired! :)

      Interview questions [1]

      Question 1

      Why Fidelity? Tell me about a time you received feedback and how did you handle it?
      Answer question
      7

      Other Customer Service Representative interview reviews for Fidelity Investments

      Customer Service Representative Interview

      15 Feb 2026
      Anonymous interview candidate
      Merrimack, NH
      Declined offer
      Neutral experience
      Difficult interview

      Application

      I interviewed at Fidelity Investments (Merrimack, NH)

      Interview

      Was quite a few interviews for a rather entry level job but the people seemed nice. Was hard to answer how I would study for something I had no materials for yet.

      Interview questions [1]

      Question 1

      How would you study for the FINRA?
      Answer question

      Customer Service Representative Interview

      26 Jan 2026
      Anonymous interview candidate
      Westlake, TX
      No offer
      Positive experience
      Average interview

      Application

      I interviewed at Fidelity Investments (Westlake, TX)

      Interview

      Phone call interview and then panel interview. It was pretty average in difficulty and the whole interview process spanned about two months. I did my interviews virtually since I don't live there.

      Interview questions [1]

      Question 1

      Describe a time you worked with a team.
      Answer question

      Customer Service Representative Interview

      16 Nov 2025
      Anonymous interview candidate
      No offer
      Positive experience
      Average interview

      Application

      I interviewed at Fidelity Investments

      Interview

      Filled out an application and was sent an invitation to do video interview via email. The interview process seemed straightforward. The job description included having to pass an exam after a trial period.

      Interview questions [1]

      Question 1

      Video interview, which asked multiple behavioral questions.
      Answer question